Industrial Minerals Magazine spoke to Ryan Fletcher, director of investment company Zimtu Capital Corp., about graphite's growing prominence in the finance industry and investor confidence in commodities.
Galaxy Capital Acquires Graphite Property from Zimtu CapitalGraphite Graphite
Zimtu Capital Corp announces an agreement with Galaxy Capital Corp. whereby Galaxy can earn 100% interest in the Sun Graphite Property in Quebec. The property covers 4,200 hectares and was previously explored for base metals, with graphite discovered. Zimtu will receive staged cash and share payments from Galaxy for its participation. Galaxy plans an exploration campaign including compilation, surface work, trenching and drilling to evaluate the property's potential for flake graphite deposits.
News Release: Zimtu Capital Announces Transaction with Olympic ResourcesGraphite Graphite
Zimtu Capital Corp announces a transaction with Olympic Resources Ltd. for the Flora Lake Graphite Property in Labrador. Olympic can earn 100% interest in the property by making staged cash and share payments to Zimtu. The Flora Lake Property consists of 5 claim blocks totaling 4,104 hectares located near existing infrastructure. Historic exploration discovered several graphite occurrences in the area within rock types known to host other graphite deposits. Olympic plans exploration including geophysics, mapping, sampling and drilling to target an open-pittable crystalline flake graphite deposit.
Cedar Mountain Exploration Corporate Presentation (Feb 2012)Graphite Graphite
The document provides information on Cedar Mountain Exploration Inc.'s Graphite Creek Project in Alaska. It summarizes the management team and board of directors, share structure, and graphite market including production, consumption, pricing, and emerging applications. It also describes the Graphite Creek deposit which hosts a large flake, high purity graphite deposit over 5km in strike length within a garnet biotite quartz schist. The project is located near infrastructure and has potential to be an open pit mining operation.
Lomiko Metals Appoints Kumara Rachamalla to Board of AdvisorsGraphite Graphite
Lomiko Metals Inc. announces the appointment of Kumara Rachamalla to its Board of Advisors, highlighting his extensive experience in mining financing, planning, and development. The company also provides an overview of its Quatre Milles Graphite Property in Quebec and discusses plans to conduct exploration activities at the property in order to evaluate its graphite potential and historical drilling results. Key information about the graphite market and increasing demand drivers such as lithium-ion batteries and electric vehicles is also summarized.
How To Think About Graphite Going Forward (by Chris Berry)Graphite Graphite
The document discusses considerations for graphite going forward. It summarizes that graphite demand will increase due to growth in lithium-ion batteries and other technologies. While China currently dominates graphite production, rising costs and resource nationalism may constrain future Chinese supply. The document emphasizes understanding a graphite deposit's characteristics, as different particle sizes and carbon contents appeal to different buyers. It also stresses the importance of security of supply given graphite's strategic uses.
Northern Graphite Corporation announced that it has successfully produced spherical graphite from graphite concentrate from its Bissett Creek deposit. Spherical graphite is used in lithium-ion batteries. Testing showed the spherical graphite meets commercial requirements. The analyst is increasing the target price for Northern Graphite Corporation from $2.10 to $4.40 due to the spherical graphite results and the potential for a spherical graphite production plant. A bankable feasibility study is expected within the next two months.
Developing Markets for Natural Graphite by George C HawleyGraphite Graphite
This document discusses developing markets for natural graphite. It provides biographical information about the author and their experience working with graphite. Key properties and uses of natural graphite are described, including in lithium-ion batteries, solar panels, fuel cells, and other energy applications. The document also discusses the lithium-ion battery market and components like anodes, noting that natural graphite is a desirable anode material but supply could be constrained as demand increases.
Galaxy Capital Acquires Graphite Property from Zimtu CapitalGraphite Graphite
Zimtu Capital Corp announces an agreement with Galaxy Capital Corp. whereby Galaxy can earn 100% interest in the Sun Graphite Property in Quebec. The property covers 4,200 hectares and was previously explored for base metals, with graphite discovered. Zimtu will receive staged cash and share payments from Galaxy for its participation. Galaxy plans an exploration campaign including compilation, surface work, trenching and drilling to evaluate the property's potential for flake graphite deposits.
News Release: Zimtu Capital Announces Transaction with Olympic ResourcesGraphite Graphite
Zimtu Capital Corp announces a transaction with Olympic Resources Ltd. for the Flora Lake Graphite Property in Labrador. Olympic can earn 100% interest in the property by making staged cash and share payments to Zimtu. The Flora Lake Property consists of 5 claim blocks totaling 4,104 hectares located near existing infrastructure. Historic exploration discovered several graphite occurrences in the area within rock types known to host other graphite deposits. Olympic plans exploration including geophysics, mapping, sampling and drilling to target an open-pittable crystalline flake graphite deposit.
Cedar Mountain Exploration Corporate Presentation (Feb 2012)Graphite Graphite
The document provides information on Cedar Mountain Exploration Inc.'s Graphite Creek Project in Alaska. It summarizes the management team and board of directors, share structure, and graphite market including production, consumption, pricing, and emerging applications. It also describes the Graphite Creek deposit which hosts a large flake, high purity graphite deposit over 5km in strike length within a garnet biotite quartz schist. The project is located near infrastructure and has potential to be an open pit mining operation.
Lomiko Metals Appoints Kumara Rachamalla to Board of AdvisorsGraphite Graphite
Lomiko Metals Inc. announces the appointment of Kumara Rachamalla to its Board of Advisors, highlighting his extensive experience in mining financing, planning, and development. The company also provides an overview of its Quatre Milles Graphite Property in Quebec and discusses plans to conduct exploration activities at the property in order to evaluate its graphite potential and historical drilling results. Key information about the graphite market and increasing demand drivers such as lithium-ion batteries and electric vehicles is also summarized.
How To Think About Graphite Going Forward (by Chris Berry)Graphite Graphite
The document discusses considerations for graphite going forward. It summarizes that graphite demand will increase due to growth in lithium-ion batteries and other technologies. While China currently dominates graphite production, rising costs and resource nationalism may constrain future Chinese supply. The document emphasizes understanding a graphite deposit's characteristics, as different particle sizes and carbon contents appeal to different buyers. It also stresses the importance of security of supply given graphite's strategic uses.
Northern Graphite Corporation announced that it has successfully produced spherical graphite from graphite concentrate from its Bissett Creek deposit. Spherical graphite is used in lithium-ion batteries. Testing showed the spherical graphite meets commercial requirements. The analyst is increasing the target price for Northern Graphite Corporation from $2.10 to $4.40 due to the spherical graphite results and the potential for a spherical graphite production plant. A bankable feasibility study is expected within the next two months.
Developing Markets for Natural Graphite by George C HawleyGraphite Graphite
This document discusses developing markets for natural graphite. It provides biographical information about the author and their experience working with graphite. Key properties and uses of natural graphite are described, including in lithium-ion batteries, solar panels, fuel cells, and other energy applications. The document also discusses the lithium-ion battery market and components like anodes, noting that natural graphite is a desirable anode material but supply could be constrained as demand increases.
Graphite Availability and Market Requirements by Fabrizio CortiGraphite Graphite
This document discusses the graphite market and the challenges for suppliers. It notes that Timcal owns natural graphite reserves in Canada, manufactures primary synthetic graphite in Switzerland, and is the only supplier that can offer both natural and synthetic graphite powders. The document states that Timcal knows processing technologies to supply thousands of tons per year of highly processed grades for both product types. It also has the support of its parent company, Imerys, to further develop its reserves, capacity, and processing technologies for natural and synthetic graphite.
Lomiko Metals significantly expands its Quatre Milles graphite property in Quebec by acquiring an additional 2,180 hectare claim. The expanded property now covers 3,780 hectares and hosts graphite-bearing structures. To earn 100% interest, Lomiko must pay $3,000 and issue 1.8 million shares, subject to regulatory approval. Historical drilling on the original property intersected high-grade graphite, including 8.07% over 28.6 meters. The property is near infrastructure in an established graphite region of Quebec.
First Graphite Corp. Strengthens Management Team and Establishes Technical Ad...Graphite Graphite
First Graphite Corp. announces additions to its management team and the establishment of a technical advisory board to advance its graphite projects. Vida Ramin and Alan J. Wainwright have joined the management team as Senior Manager of Strategic and Public Affairs and Exploration Manager, respectively. Dan Jody Dahrouge and Daniel MacNeil have joined the technical advisory board. Graphite is an industrial mineral with various applications and First Graphite's flagship project is its Henry Graphite property in Saskatchewan, Canada.
Strike Graphite Corp. (TSXv: SRK) announces that it has begun mobilizing field crews to commence an exploration drill program at its Simon Lake Graphite Property in Saskatchewan.
Mike Halvorson discusses several mining companies. He suggests Northern Graphite has potential as it could see an $80 million mine and mill at its Bissett Creek graphite project in Ontario, with commercial production possible by Q3 2013. Halvorson also notes Flinders Resources' graphite project in Sweden that previously had a mill built and sits on care and maintenance, suggesting it could restart production quickly. As a higher risk option, he points to Cedar Mountain Exploration's Graphite Creek project in Alaska. Halvorson sets a $5 target price for Flinders Resources.
Ontario Graphite: Considerations for Financial Investors in Mining Operations as presented at Industrial Minerals Grapihte Conference in December 2011.
Union Securities Research: Northern Graphite Corp. (TSXv: NGC)Graphite Graphite
- Northern Graphite produces spherical graphite from its Bissett Creek graphite project in Ontario, Canada.
- Tests confirmed the ability to purify Bissett Creek graphite into spherical graphite, which sells at a premium compared to flake graphite concentrate.
- This allows Northern Graphite to add a value-added purification plant and production of spherical graphite, but requires an additional $15 million in capital expenditures.
Strike Graphite Corp. appointed Blair Way as their new Chief Executive Officer. Blair Way has over 25 years of experience in precious metals, petroleum exploration, and mining construction. Most recently, he was VP of Project Development for Ventana Gold, which was acquired for $1.4 billion. He is qualified to lead Strike Graphite's team in advancing their graphite properties and achieving their goals.
1) Vancouver mining companies are scrambling to acquire graphite mining projects around the world due to increased demand for graphite from electric vehicles and new Chinese export restrictions.
2) Graphite prices have risen significantly in recent years from $500-600 per tonne to $2,500-3,000 per tonne, spurring a rush of junior mining companies to acquire graphite projects.
3) Experts warn that due to the large number of companies entering the graphite mining sector, serious projects need to focus on deposits that can be mined via open-pit and have high-grade, large flake graphite to have the best chances of success.
MGI Securities Initiates Coverage on Northern GaphiteGraphite Graphite
- Northern Graphite owns the Bissett Creek graphite deposit in Ontario, Canada which is close to infrastructure and markets.
- Testing showed the deposit can produce a high-purity, large flake graphite concentrate, 50% of which is premium "jumbo" flake.
- There is potential to produce spherical graphite which commands an even higher price for use in lithium-ion batteries.
- The analyst initiates coverage with a Buy rating and 12-month target price of $3.50 per share based on a discounted cash flow valuation.
The document is a regional location map showing the location of the Sun Graphite Property in Quebec, Canada. It shows the property outlined within a larger area, with surrounding roads, transmission lines, lakes, rivers, and nearby towns labeled. Scale is 1:400,000.
Northern Graphite Corporation is well positioned to benefit from improving dynamics in the refractory and steel markets, which will increase demand for graphite. Recent data shows that major refractory producers are expected to deliver strong revenue growth of around 9% in 2012. Share prices of refractory companies have also increased over 20% since November, reflecting healthier market conditions. Stronger steel demand and revenue growth in refractory and steel industries will ultimately increase demand for graphite. Northern Graphite remains undervalued given improving fundamentals and upcoming catalysts that could drive higher valuation.
Standard Graphite Corp is an exploration company focused on developing its graphite properties in Canada. It recently changed its name and has several promising graphite projects. The interview highlights that the company will conduct airborne and ground EM surveys in early 2012 to identify drill targets. Exploration will focus on the Black Donald mine property which has reported high grade historic intercepts. The company aims to begin drilling this summer to evaluate targets and work towards resource development.
Graphite Availability and Market Requirements by Fabrizio CortiGraphite Graphite
This document discusses the graphite market and the challenges for suppliers. It notes that Timcal owns natural graphite reserves in Canada, manufactures primary synthetic graphite in Switzerland, and is the only supplier that can offer both natural and synthetic graphite powders. The document states that Timcal knows processing technologies to supply thousands of tons per year of highly processed grades for both product types. It also has the support of its parent company, Imerys, to further develop its reserves, capacity, and processing technologies for natural and synthetic graphite.
Lomiko Metals significantly expands its Quatre Milles graphite property in Quebec by acquiring an additional 2,180 hectare claim. The expanded property now covers 3,780 hectares and hosts graphite-bearing structures. To earn 100% interest, Lomiko must pay $3,000 and issue 1.8 million shares, subject to regulatory approval. Historical drilling on the original property intersected high-grade graphite, including 8.07% over 28.6 meters. The property is near infrastructure in an established graphite region of Quebec.
First Graphite Corp. Strengthens Management Team and Establishes Technical Ad...Graphite Graphite
First Graphite Corp. announces additions to its management team and the establishment of a technical advisory board to advance its graphite projects. Vida Ramin and Alan J. Wainwright have joined the management team as Senior Manager of Strategic and Public Affairs and Exploration Manager, respectively. Dan Jody Dahrouge and Daniel MacNeil have joined the technical advisory board. Graphite is an industrial mineral with various applications and First Graphite's flagship project is its Henry Graphite property in Saskatchewan, Canada.
Strike Graphite Corp. (TSXv: SRK) announces that it has begun mobilizing field crews to commence an exploration drill program at its Simon Lake Graphite Property in Saskatchewan.
Mike Halvorson discusses several mining companies. He suggests Northern Graphite has potential as it could see an $80 million mine and mill at its Bissett Creek graphite project in Ontario, with commercial production possible by Q3 2013. Halvorson also notes Flinders Resources' graphite project in Sweden that previously had a mill built and sits on care and maintenance, suggesting it could restart production quickly. As a higher risk option, he points to Cedar Mountain Exploration's Graphite Creek project in Alaska. Halvorson sets a $5 target price for Flinders Resources.
Ontario Graphite: Considerations for Financial Investors in Mining Operations as presented at Industrial Minerals Grapihte Conference in December 2011.
Union Securities Research: Northern Graphite Corp. (TSXv: NGC)Graphite Graphite
- Northern Graphite produces spherical graphite from its Bissett Creek graphite project in Ontario, Canada.
- Tests confirmed the ability to purify Bissett Creek graphite into spherical graphite, which sells at a premium compared to flake graphite concentrate.
- This allows Northern Graphite to add a value-added purification plant and production of spherical graphite, but requires an additional $15 million in capital expenditures.
Strike Graphite Corp. appointed Blair Way as their new Chief Executive Officer. Blair Way has over 25 years of experience in precious metals, petroleum exploration, and mining construction. Most recently, he was VP of Project Development for Ventana Gold, which was acquired for $1.4 billion. He is qualified to lead Strike Graphite's team in advancing their graphite properties and achieving their goals.
1) Vancouver mining companies are scrambling to acquire graphite mining projects around the world due to increased demand for graphite from electric vehicles and new Chinese export restrictions.
2) Graphite prices have risen significantly in recent years from $500-600 per tonne to $2,500-3,000 per tonne, spurring a rush of junior mining companies to acquire graphite projects.
3) Experts warn that due to the large number of companies entering the graphite mining sector, serious projects need to focus on deposits that can be mined via open-pit and have high-grade, large flake graphite to have the best chances of success.
MGI Securities Initiates Coverage on Northern GaphiteGraphite Graphite
- Northern Graphite owns the Bissett Creek graphite deposit in Ontario, Canada which is close to infrastructure and markets.
- Testing showed the deposit can produce a high-purity, large flake graphite concentrate, 50% of which is premium "jumbo" flake.
- There is potential to produce spherical graphite which commands an even higher price for use in lithium-ion batteries.
- The analyst initiates coverage with a Buy rating and 12-month target price of $3.50 per share based on a discounted cash flow valuation.
The document is a regional location map showing the location of the Sun Graphite Property in Quebec, Canada. It shows the property outlined within a larger area, with surrounding roads, transmission lines, lakes, rivers, and nearby towns labeled. Scale is 1:400,000.
Northern Graphite Corporation is well positioned to benefit from improving dynamics in the refractory and steel markets, which will increase demand for graphite. Recent data shows that major refractory producers are expected to deliver strong revenue growth of around 9% in 2012. Share prices of refractory companies have also increased over 20% since November, reflecting healthier market conditions. Stronger steel demand and revenue growth in refractory and steel industries will ultimately increase demand for graphite. Northern Graphite remains undervalued given improving fundamentals and upcoming catalysts that could drive higher valuation.
Standard Graphite Corp is an exploration company focused on developing its graphite properties in Canada. It recently changed its name and has several promising graphite projects. The interview highlights that the company will conduct airborne and ground EM surveys in early 2012 to identify drill targets. Exploration will focus on the Black Donald mine property which has reported high grade historic intercepts. The company aims to begin drilling this summer to evaluate targets and work towards resource development.